We understand looming deadlines and seasonal demands that TPAs face every year. Since 2008, we have been privileged to leverage our wholly-owned overseas back-office to support and strengthen every department within our organization.
We now offer this back-office solution to select TPA partners across the country! Some of the many functions that our overseas team handles daily include:
- Census Scrubbing and Eligibility Calculation
- Illustration and Contribution Allocation
- Trust Accounting and Statement Reconciliation
- Vesting, Distribution and Loan Processing
- Compliance Testing and Preparing Year-end Report Packages
- Preparing Government Forms
Much like JULY, our TPA partners have a unique opportunity to:
- Lower Cost to Increase Profitability
- Improve Scalability
- Enhance Client Service
- Improve Turn-around Time
- Free up Key Employees to Sell and Serve
- Improve Workplace Satisfaction
To explore this option for your firm, please visit our Business Process Outsourcing (BPO) microsite or contact Adam Barker at 310.844.3128.